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B2B Advantage Tax Service
Personal Tax Advice in an Impersonal
World
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B2B Advantage members receive all
of this:
- Unlimited advice on federal taxation via toll-free phone
call/fax/e-mail
- Free tax return preparation (includes 1040EZ, 1040A,
and 1040)
- Deep discounts on numerous tax schedules
- Unlimited advice on federal taxation for small business
owners (sole proprietors)
- IRS audit assistance
- IRS notification assistance
- Tax planning
- Review of prior year's tax return
- Member portal with:
- tax tips
- tax law changes
- tax organization area
- IRS audit area
- IRS notification area
- member advice on-line
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All tax and financial assistance is provided by tax attorneys,
financial analysts, CPA’s, former auditors and/or Enrolled
Agents certified by the IRS. This team of professionals is
ready to answer your tax questions in a confidential and secure
environment. Our tax professionals can also review a member's
prior year's tax return. This review can reveal costly errors
and generate a source of extra tax savings.
Additionally, all tax and financial advice is backed by a
$1 million liability policy!
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You’re One Step Away
Whether you want to use the program to obtain tax advice,
receive assistance filling out a tax form, or you’d
like to have your taxes prepared for you for free, simply
call 1-(866) 544-4399. A tax professional
will assist you with all your needs.
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Knowledgeable Support for Tax Preparation Software
With today's tax software programs, users need more than help
screens. B2B Advantage steps in with tax advice tailored specifically
to an individual's unique situation. Live, one-on-one, direct answers
to members' tax questions over the phone. When pop-up screens just
aren't popping up with the right answer, B2B Advantage experts are
a phone call away with reliable advice.
Interpret IRSspeak
B2B Advantage will review any notice or letter issued by the IRS
and provide professional advice on how to understand and solve the
matter. B2B Advantage experts assist and advise members who get
audited. They review the IRS audit notification and help sort out
the facts. Members also have access to a web-based IRS audit tutorial,
as well as an IRS notification tutorial that helps take the terror
out of those ominous-looking IRS letters
Your Personal Tax Consultant
According to Thomas J. Stanley in his book The Millionaire
Mind, "The number one activity for millionaires is consulting
with a tax expert." For most of us, tax consultation
isn't that high on our list of things to do, but it's still
vitally important for nearly everyone at one time or another.
B2B Advantage members seek and receive advice on the tax implications
of all these everyday financial matters:
- Individual Retirement Accounts, Roth IRAs, 401k plans,
SEPs
- Healthcare spending accounts
- Investment timing and strategies
- Capital gains
- Real estate timing and strategies
- The tax advantages of home ownership
- Divorce
- Inheritance
- Retirement planning
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Typical Tax Service Questions
- Should I open a Roth IRA?
- How does the capital gains tax work?
- Is the money I inherited taxable?
- Which tax form do I file?
- Is my Social Security or retirement taxable?
- Do I get a tax break for child care expenses?
- Should I itemize deductions?
- Which deductions can I take if I have a home-based
business?
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